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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,434 | $175,231+4.1% | $149,696+21.9% | $139,466+30.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.75% | 166.77%-153.0pp | 134.46%-120.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,491 | $5,478-54.5% | $4,821-48.3% | $4,754-47.6% |
| Participant deferral / active EE | $10,720 | $6,521+64.4% | $5,682+88.7% | $6,712+59.7% |
| Admin fee / account holder | $64,251 | $16,155+297.7% | $13,212+386.3% | $11,409+463.2% |